
Description
Join us for an Open House event. We will be discussing the investment models driving your accounts, products we use to enhance client portfolios, and offering individual access to our staff who can assist you in answering any questions. Snacks will be provided. Please RSVP by August 23rd using the provided link or by calling us at 757-734-2121. Special guest: Barbara Speight from Chesapeake Tax Service.
Date and Time
Sat, Sep 02, 2023
10:00a - 1:00p EST